Financial Planning
Successful wealth accumulation through investment requires discipline and commitment to a plan. At FCG, we work with our clients to identify their personal needs and goals before structuring a financial program that will serve as the cornerstone upon which all future investment decisions are based. Our preference is to meet face to face and learn as much as possible about your financial situation from short term needs to long term goals and dreams. From there, we will create a plan designed to meet your needs and lead you step by step to achieving your goals no matter how conservative or aggressive they may be.

Investment Management & Asset Allocation

FCG believes that helping you select the proper asset allocation is as important as selecting the proper investments. Because we maintain numerous relationships and are not bound to any one firm, we can select from among the finest financial products the industry has to offer.

Through our clearing firm, National Financial Services and our numerous dealer relationships, FCG executes both listed and OTC equity transactions.

Security Transactions


Securities transactions are offered through National Securities Corporation a fully disclosed Introducing broker of National Financial Services. Under a contractual agreement, NFS acts in the capacity of our clearing firm. As such, NFS maintains custody of all securities and funds managed by Financial Consultant Group. All accounts in custody of NFS are protected for up to $5,000,000. ($500,000 provided by SIPC, and the remainder by a leading U.S. insurance carrier) Retirement accounts are protected up to 10,000,000 and Brokerage Portfolio Accounts for the full equity value.

Other Services

Insurance

Insurance is an essential component of any financial plan. FCG will review your current insurance policies to determine whether your personal or business coverages are adequate, excessive or deficient.


Retirement Plans

If you are confused about how to manage your retirement income in the face of changing tax laws, FCG has a simple solution. Our retirement plan program will give you peace of mind and maximize your retirement income while conforming to any changes in tax regulations. We do this jointly with Fidelity who functions as custodian of your retirement plan assets. By utilizing a prototype retirement plan developed by Fidelity, Financial Consultant Group will keep you advised of all changes in the tax code which may affect your retirement plan automatically and with a minimum amount of work on your part.


Financial Consultant Group is an independent office of National Securities Corporation and not a broker dealer.Securities offered through National Securities Corporation, a registered broker dealer and Member FINRA/SIPC. FINRA SIPC Investment Advisory Services offered through National Asset Management, a Registered Investment Advisor. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments ® Company and/or Accounts are carried by Legent Clearing, Member FINRA/SIPC. This communication is strictly intended for individuals residing in the state of CA, CT, DC, MD, NJ, NY, OH, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced. PLEASE NOTE: This website contains hyperlinks to other websites that are not associated with this site. Such unassociated websites may contain links to other unassociated sites as well. These links are provided as a convenience to you and to assist you in your search for information. We make no endorsement, express or implied, about any of these linked sites, are not responsible for materials posted or activities that occur on such linked sites, and do not review (1) content or advertisements posted on or (2) activities occurring on these linked sites. If you decide to link to any unassociated website, it is at your own risk. Because we are not associated with these linked websites, you should direct any concerns or problems you might have with any such site to that site‘s administrator or webmaster. Please read NSC Privacy Statement and Important Legal Information.